See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,097 | $70,428-51.6% | $96,562-64.7% | $85,850-60.3% |
| Participation rate | 94.9% | 61.8%+33.1pp | 69.8%+25.1pp | 69.3%+25.6pp |
| Annual return | 12.54% | 18.59%-6.1pp | 37.78%-25.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $3,904 | $1,413+176.3% | $2,356+65.7% | $2,565+52.2% |
| Participant deferral / active EE | $2,085 | $2,894-27.9% | $3,849-45.8% | $3,952-47.2% |
| Admin fee / account holder | $520 | $4,997-89.6% | $6,181-91.6% | $6,260-91.7% |